Manor Ridge Wealth

Our Vision and Approach

Manor Ridge Wealth employs a client-centered approach to financial planning, tailoring our strategies to individual needs, goals, and risk tolerances. We utilize cutting-edge technology and implement investments backed by academic research to deliver personalized wealth management solutions.

Who We Serve

Our expertise extends across diverse clientele, including:

• Individuals: Guiding individuals in creating and implementing financial plans to achieve their retirement goals, manage investments, and plan for estate and wealth preservation.
• Business Owners: Addressing specific financial challenges faced by entrepreneurs, including retirement planning, business succession planning, and wealth transfer strategies.
• Non-Profits: Providing tailored guidance on fundraising, endowment management, and financial transparency measures.

Our Comprehensive Services

Our comprehensive services encompass:

Wealth & Estate Planning

• Developing comprehensive estate plans including trusts and power of attorney documents.
• Succession planning to ensure the smooth transfer of wealth to the next generation.
• Asset protection strategies to safeguard wealth from market volatility and potential liabilities.

Retirement Planning

• Comprehensive retirement planning encompassing defined benefit plans, IRAs, 401ks, and other retirement savings options.
• Optimization of employer-sponsored plans for maximum contribution and tax efficiency.
• Strategies for stretching retirement savings over the post-retirement years.

Retirement & Pension Plans

• Guidance on navigating complex retirement plans offered by employers.
• Assistance with enrollment, investment selection, and contribution strategies.
• Rollover plans from old retirement accounts to maximize tax efficiency.

Tax Strategies

• Comprehensive tax planning to minimize taxes on investments, income, and estates.
• Utilization of tax-advantaged accounts and strategies to optimize tax efficiency.
• Advocacy with the IRS and other taxing authorities on your behalf.

Our Team and Partners

Manor Ridge Wealth employs experienced and certified professionals with diverse backgrounds in wealth management, estate planning, and financial analysis. We partner with leading institutions to provide clients with access to exceptional services and investment opportunities.